Investments

GUEST ARTICLE

How macro hedge funds can do more to embrace SRI

How macro hedge funds can do more to embrace SRI

By Mario Acquistapace (pictured), Associate - Investment Research, Capital Generation Partners – As allocators we have, in part, a responsibility for the actions and inactions of the managers we select. When it comes to responsible investing there is certainly very little consensus on the right approach, and ultimately investors tend not share identical views of what is or is not an appropriate SRI investment policy to adopt.

OUTLOOK

“Substantial” market rotation will offer fresh alpha opportunities in second quarter, says K2 Advisors

“Substantial” market rotation will offer fresh alpha opportunities in second quarter, says K2 Advisors

Hedge funds can capitalise on a “substantial” sector and asset class rotation during the second quarter, as an uneven economic recovery, bumpy vaccine rollouts and an inflationary environment drive dispersion across industries, K2 Advisors said this week.

GUEST ARTICLE

The rise of supply chain finance and the lessons from Greensill

The rise of supply chain finance and the lessons from Greensill

By Viacheslav Oganezov (pictured) — The sudden demise of Lex Greensill’s eponymous company makes for a riveting story that has mesmerised the financial media and public for most of this month. Filled with numerous plot twists, politicians and industry moguls, it makes for an interesting read. Yet, amidst all the noise, it is crucial to understand what really underpins this epic debacle. 

MANAGER INSIGHTS

“Markets are shifting”: How US hedge fund Mill Hill Capital is carving opportunities from structured credit dislocation

“Markets are shifting”: How US hedge fund Mill Hill Capital is carving opportunities from structured credit dislocation

Founded in 2015 by David Meneret (above left), a former Macquarie senior portfolio manager and structured credit specialist of almost 20 years, New York-based credit hedge fund Mill Hill Capital believes the current market landscape offers fertile ground for its market neutral, relative value investment style.